AI SharePoint assistant now cites exact Excel sheet rows and PowerPoint slides

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A construction firm's AI assistant, which indexes about 400,000 documents across 865 SharePoint sites, previously handled only PDF and Word files. This month it was extended to Excel and PowerPoint. The team's main challenge was designing citations that let readers verify answers quickly, pointing to the page for PDFs, the sheet and row range for workbooks, and the slide number for presentations. To keep rows interpretable, each chunk repeats the sheet's header row, and each sheet is capped at 5,000 rows. Answers also show the approval status, since draft and approved workbooks may hold different figures.

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